Funds From: ltebx - American Funds Ltd-Term Tx-Ex Bd A LW - Muni National Interm to jrscx - INTECH U.S. Value C - Large Value


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Raymond James Financial Inc , Old Dominion Freight Lines , Packaging Corp of America , Jarden Corp , Genesee & Wyoming Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Biogen Idec Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Liberty Media Corporation Class C , Jarden Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: InterMune Inc , Puma Biotechnology Inc , Russell 2000 INDEX Mini TIC , Isis Pharmaceuticals , WEX Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Trading-Miscellaneous
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Makita Corp , Siemens AG , Hutchison Whampoa Ltd , Murata Mfg Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Coca-Cola Co , Reynolds American Inc , Procter & Gamble Co , PepsiCo Inc , CVS Health Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , OAO Lukoil ADR , Tencent Holdings Ltd. , Mtn Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Home Depot Inc , Celgene Corp , Jazz Pharmaceuticals PLC , Clearwater Paper Corp , Perrigo Co PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares MSCI EAFE , US Treasury Note 2.75% , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core S&P Small-Cap ,
  • Category: Conservative Allocation
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Science & Technology NAV ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Dreyfus Research Growth Y , Dreyfus Strategic Value Y , BNY Mellon Income Stock M , Apple Inc , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Philip Morris International Inc , Accenture PLC Class A , Microsoft Corp , Johnson & Johnson , GlaxoSmithKline PLC ,
  • Category: Large Blend
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Home Depot Inc , Comcast Corp Class A , Northrop Grumman Corp , TJX Companies , Time Warner Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Sumitomo Mitsui Financial Group Inc , AIA Group Ltd ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
Sign-up for pgfdx investment picks
  • Holdings: AdvisorShares Peritus High Yield ETF , PIMCO 0-5 Year High Yield Corp Bd ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ High Yield Corporate Bd , Market Vectors® Trs-Hdgd Hi-Yld Bd ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2051+
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  • Holdings: American Tower Corp , Enbridge Inc , Spectra Energy Corp , Kinder Morgan Energy Partners LP , Sempra Energy ,
  • Category: World Stock
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  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Helmerich & Payne Inc , Sempra Energy ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: ltebx - American Funds Ltd-Term Tx-Ex Bd A LW - Muni National Interm to jrscx - INTECH U.S. Value C - Large Value
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